R Squared’s Hyster-Yale Materials Handling HY Stock Holding History

R Squared’s Portfolio HY Stock Details HY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-370	Closed	-$18.8K	–	837
2024 Q4	$18.8K	Buy	+370	New	+$21.6K	0.02%	905

Other funds holding HY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R Squared's HY Position: Q1 2025 in Review

R Squared sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 370 shares — an estimated $18.8K sold.

R Squared first reported a position in HY in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

R Squared reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
R Squared sold 370 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $18.8K.
R Squared first reported a position in Hyster-Yale Materials Handling in Q4 2024 and held it in 1 quarter.
R Squared's Hyster-Yale Materials Handling position peaked at $18.8K in Q4 2024.
179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.